Gino Callisto
Gino Callisto is a registered investment advisor at MML Investors Services, LLC, based in Amherst, NY, with 26 years of industry experience. Gino operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.
For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.
Location
300 Corporate Pkwy, Suite 216N, Amherst, NY, 14226
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2016Customer Dispute
December 2007Other Business ActivitiesSells Insurance
Gino works as an agent selling life insurance for Specific Solutions. This activity takes about 10-20% of his time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Invest Financial CorporationBroker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
First Union Securities Financial Network, INC.Broker
Securities America, INC.Broker
Princor Financial Services CorporationBroker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.